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TVAL vs FDRS

T. Rowe Price Value ETF vs Founder-Led ETF

TVAL

T. Rowe Price Value ETF

Annual cost

0.33%

Fund size

$728M

FDRS

Founder-Led ETF

Annual cost

0.49%

Fund size

$94M

Key differences

Both TVAL and FDRS are equity ETFs. TVAL charges 0.33% a year and FDRS 0.49%. The main difference: TVAL follows a active selection strategy; FDRS uses index tracking.

  • TVAL follows a active selection strategy; FDRS uses index tracking.
  • TVAL costs 0.16% less per year.
  • TVAL is much larger than FDRS. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

TVALFDRS
Annual cost (TER)0.33%0.49%
Fund size (AUM)$728M$94M
Since20232025
Dividend yield1.00%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+28.0%N/A
CAGR 3YN/AN/A
CAGR 5YN/AN/A
Sharpe 3YN/AN/A
Volatility 1Y10.79%
Max drawdown-14.84%-21.64%

Similar to TVAL and FDRS